2024-05-13T20:50:01-04:00 2023-12-31 562355557 LAURA J POWELL EA PO BOX 65127 UNIVERSITY PLACE WA 984641127 990PF 2023-01-01 510158972 FRANK MCCLEARY MEDICAL SCHOLARSHIP FUND FRAN 8316 VICKERY AVE E TACOMA WA 98443 MELONIE LIENING PRESIDENT 2535377245 2024-05-13 true MELONIE LIENING true LAURA J POWELL EA P00384105 2535659136 2 00 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 186027 X X 6741 6741 6741 -2376 21283 4365 6741 6741 600 600 600 600 2176 2176 2176 2176 104 104 104 104 45 45 45 45 2925 2925 2925 2925 18000 18000 20925 2925 2925 20925 -16560 3816 3816 4336 3649 3649 180740 182378 182378 185076 186027 186027 0 0 X 185076 186027 185076 186027 185076 186027 185076 -16560 17511 186027 186027 BRIDGE BUILDER LARGE VALUE P 2023-06-30 2023-10-10 40 41 -1 BRIDGE BUILDER CORE PLUS P 2023-01-01 2023-10-10 1511 1579 -68 AMERICAN EUROPACIFIC GROWTH F3 P 2023-06-12 2023-10-10 15 16 -1 JENSEN QUALITY GROWTH Y P 2023-09-14 2023-10-10 18 18 MAINSTAY MACKAY HIGH YD CP R6 P 2023-01-01 2023-10-10 445 454 -9 PT POLARIS FOR VAL SM CAP R6 P 2022-12-13 2023-10-25 121 120 1 TRP INTL BOND USD HEDGED P 2022-11-18 2023-10-10 350 375 -25 ARTISAN MID CAP VALUE P 2020-01-01 2023-10-10 535 689 -154 BRIDGE BUILDER LARGE GROWTH V P 2020-01-01 2023-10-10 1154 1186 -32 BRIDGE BUILDER LARGE VALUE P 2020-01-01 2023-10-10 892 997 -105 BRIDGE BUILDER SMALLMID GRW P 2022-03-28 2023-10-10 709 801 -92 BRIDGE BUILDER INTL EQUITY P 2020-01-01 2023-10-10 1314 1456 -142 BRIDGE BUILDER CORE PLUS BONS V P 2020-10-09 2023-10-10 1720 2182 -462 EV ATLANTA CAPITAL SMID-CAP R6 P 2022-03-28 2023-10-10 352 392 -40 AMERICAN EUROPACIFIC GROWTH F3 P 2020-01-01 2023-10-10 682 745 -63 ISH CR TL US BD P 2020-08-19 2023-10-10 747 949 -202 ISH RSL 2000 P 2022-04-14 2023-10-10 349 402 -53 ISH COR MSCI ETF P 2022-04-14 2023-10-10 1290 1369 -79 JENSEN QUALITY GROWTH Y P 2022-04-14 2023-10-10 818 844 -26 MAINSTAY MACKAY HIGH YD CP R6 P 2020-01-01 2023-10-10 435 479 -44 MFS MA INV GROWTH STOCK R6 P 2020-01-01 2023-10-10 886 926 -40 PT POLARIS FOR VAL SM CAP R6 P 2020-01-01 2023-10-25 1268 1229 39 VANGUARD TTL BD P 2020-08-19 2023-10-10 762 976 -214 VNG FTSE WLD SC P 2020-01-01 2023-10-25 1699 2142 -443 VNG LARGE CAP P 2022-04-14 2023-10-10 2580 2654 -74 PT POLARIS FOR VAL SM CAP R6 P 2020-01-01 2023-10-25 591 638 -47 -2376 -103 53 0 53 0 53 53 false false false false false false false true WA true false false false false true JENNIFER RICH 3607531259 919 N G ST TACOMA WA 98403 false JENNIFER D RICH 919 N G ST TACOMA WA 98403 TREASURER 0.00 0 0 0 MELONIE LIENING 8316 VICKERY AVE E TACOMA WA 98443 PRESIDENT 0.00 0 0 0 CORAL HILEMAN 8316 VICKERY AVE E TACOMA WA 98443 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 185061 3900 0 188961 0 188961 2834 186127 9306 9306 53 53 9253 9253 9253 20925 20925 9253 7409 4048 5325 3300 5938 26020 20925 9253 11672 37692 0 7409 30283 4048 5325 3300 5938 11672 MELONIE LIENING 8316 VICKERY AVE E TACOMA WA 98443 2535377245 APPLICATION, PHOTOGRAPH, TRANSCRIPT, TWO CURRENT LETTERS OF RECOMMENDATION FROM A SUPERVISING PROFESSIONAL IN YOUR MEDICAL FIELD OF STUDY SEPTEMBER 30TH PROVIDE FINANCIAL ASSISTANCE TO WORTHY STUDENTS WHO ARE CITIZENS OF THE UNITED STATES AND ARE ENROLLED IN APPROVED MEDICAL SCHOOLS, COLLEGES, OR UNIVERSITIES ELLEN DILL UNIVERSITY OF WASHINGTON SEATTLE WA 98195 NONE PF MEDICAL SCHOLARSHIP 6000 SHEVA MOZAFARI UNIVERSITY OF WASHINGTON SEATTLE WA 98195 NONE PF MEDICAL SCHOLARSHIP 6000 ALINA FERGUSON UNIVERSITY OF WASHINGTON SEATTLE WA 98195 NONE PF MEDICAL SCHOLARSHIP 6000 18000 0 14 6741 6741 6741 false false false false false false false false false false LAURA J POWELL EA 600 600 600 600 EDWARD JONES 182378 182378 CHARITABLE FILING FEE 35 35 35 35 ANNUAL REPORT 10 10 10 10 INVESTMENT FLUCTUATIONS 17511 INVESTMENT ADVISORY 2176 2176 2176 2176 EDWARD JONES-FOREIGN TAX PAID 62 62 62 62 2022 FORM 990 TAX DUE 42 42 42 42